Retirement Planning

Here at Park Hall, we look at all your finances, provisions and requirements and through research, we can put together a retirement plan that meets your future needs.

The most popular way to save for your retirement is a pension, but this is not the only income stream you may utilise in your retirement. Investments and savings can be made to work harder for your retirement, depending on your needs, wants and desires.

Free initial consultation

You are more than welcome to discuss your pension requirements with Peter or another of our pension advisers, at a free introductory meeting.

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Retirement Annuity

A retirement annuity is an income for your retirement that you buy with some or all your money in your pension. From the age of 55 (age 57 from April 2028), you can convert some or all of your pension pot into an annuity.

An annuity gives you a guaranteed income for life. Just like a salary, you get paid regularly, and you can often choose how often you get paid. It’s value is guaranteed and won’t go down.

Many of the major insurance companies will suggest you shop around to get the best deal for you when buying your annuity and that is what we do for you. Talk to us and see how we have helped so many like you in their retirement.

We can offer tax-efficient planning so you can minimise taxes on your retirement income and investments.

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Retirement Advice

At Park Hall, we start by assessing your current situation and explaining anything you are unclear about so you know exactly where you stand before we even think about making any recommendations. We review any existing retirement plans, before researching and collating relevant information to produce a report for you, based on your needs.

Only then do you have to make a decision on whether to use us or continue as you were?

Please Note - Free Advice extends only to the initial meeting, and thereafter any fees payable for services and advice will be agreed with the client.